Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
AREA II AGENCY ON AGING’S
AGING PLAN
For The Period
OCTOBER 1, 2015 through SEPTEMBER 30, 2019
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
TABLE OF CONTENTS
SECTION SUBJECT PAGE
A VERIFICATION OF INTENT and SUBMITTAL 5
1. Verification of Intent and Submittal 7
8-12
B NARRATIVE
13-19
1. Executive Summary 13-19
13-19
2. Context of Plan
21-22
C GOALS, OBJECTIVES AND STRATEGIES 22-24
1. Goals
2. Objectives 25-26
3. Strategies 27-28
29
D SERVICES AND SPECIAL PROJECTS 30
1. Services 31
32
2. Special Projects 33
E BUDGETS 34-35
1. Area Agency Administration Budget
2. Area Wide Services Budget
3. Contracted Support Services Budget
4. Preventative Health Services Program Budget
5. Caregiver Services Budget
6. Congregate Meals Budget
7. Home Delivered Meals
8. Grand Total of Budget
F ATTACHMENTS
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
1. Attachment A – AOA Assurances and Activities B 37-
B 41
2. Attachment B – Information Requirements
B42-
3. Attachment C – Area Funding Formula and Allocation 45
4. Attachment D –Board Members & Terms of Office
5. Attachment E – Provider Profile 46-47
6. Attachment F – Request for Waivers to Provide Direct
48-51
Services
52-60
61
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
AREA II AGENCY ON AGING
AREA PLAN
SECTION A
VERIFICATION of INTENT
and
SUBMITTAL
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION A – 1 VERIFICATION OF INTENT AND SUBMITTAL
This Area Plan on Aging is hereby submitted for Planning and Service Area II serving the
counties of Big Horn, Carbon, Fergus, Golden Valley, Judith Basin, Musselshell, Petroleum,
Stillwater, Sweet Grass, Wheatland, Yellowstone and the Crow and Northern Cheyenne
Reservations for the four (4) year period October 1, 2015 through September 30, 2019.
This plan includes all assurances and plans to be followed by Area II Agency on Aging under
provisions of the Older Americans Act of 1965, as amended during the period identified. This
plan also includes _3__ requests for waivers to provide direct services under Attachment F of
this plan.
Area II Agency on Aging and its Executive/Governing Board assumes full authority to develop
and administer the Area Plan on Aging in accordance with all requirements of the Older
Americans Act and Regulations, Administrative Rules of Montana, and related State policy. In
accepting this authority, the Area Agency on Aging assumes major responsibility to develop and
administer the Area Plan for a comprehensive and coordinated system of services and to serve
as the advocate and focal point for older people in the Planning and Services Area.
This plan takes in to consideration the views, needs and unmet needs of the elders, including
the recipients of these services, in the Planning and Service Area and identifies the methods
used in developing this plan. Furthermore, this plan identifies and addresses major issues and
objectives identified during the planning process within the Planning and Service Area.
The hearing(s) on this plan was/were conducted at _Park City, MT_____ on the _20th_day of
__March, 2015 ______.
The views and comments of those who participated in the public hearing(s) are documented
and on file in the Area Agency on Aging office. Opportunity was also given for people to submit
written comments. The issues and concerns from the participants of the public hearing(s) as
well as written comments were considered in the draft of the plan.
The Area Plan on Aging has been developed in accordance with all rules and regulations as
specified under the Older Americans Act, has been reviewed by the Area Agency on Aging
Advisory Council and the Executive/Governing Board of the Area Agency on Aging, and is
hereby submitted to the State Office on Aging for approval.
Date: Signed: _______________________________
Date:
Date: Todd Wood, Area II Agency on Aging Director
Signed: ____________________________________
Kelly Gebhardt, Governing Board Chairman
Signed: ____________________________________
Frank Teeters, Advisory Council Chairman
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
AREA II AGENCY ON AGING
AREA PLAN
SECTION B
NARRATIVE
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION B - 1 EXECUTIVE SUMMARY OF THE AREA PLAN
The information contained in the Area Plan was compiled through discussions, public
hearings/listening sessions, meetings with centers, county council on aging boards & tribal
entities as well as through written feedback of stakeholders in our 11 county Planning and
Service Area (PSA) in South Central Montana. The information obtained provides an
accurate snapshot of the issues faced by specific individual communities, service providers
and individuals throughout our PSA as they relate to delivery of needed services.
Our area encompasses a huge geographical portion of the state of Montana. There is a
mixture of an urban area as well as very rural or frontier population distribution. More than
212,000 individuals reside in our service area with 73% of those individuals residing in
Yellowstone County (including the city of Billings). The remaining population is widely
dispersed throughout the remainder of the PSA. This alone presents huge challenges in
service delivery.
Goals & Objectives were established to identify direction of our service delivery to best
meet needs and to identify objectives and strategies to accomplish established goals.
Our agency plans to continue to be a leader in providing client-centered services that are
not only core programs included in the Older Americans Act, but also address other needs
in our service area. These services include; Home & Community Based Services, Self-
Directed Personal Assistance Services, Guardianship Services, Payee Services & Veterans
Directed Home & Community Based Services.
As a Contractor with the State Unit on Aging we comply with state and federal program &
reporting requirements and our subcontractors who we feel are our partners in area-wide
service delivery have that same responsibility.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION B - 2 CONTEXT OF THE AREA PLAN
B - 2 – 1 Summary of Needs Assessment and Findings
Funding - The number one concern continues to be funding and retention for all services
and programs. This includes Core programs of Congregate & Home Delivered Meals;
Transportation; Ombudsman Services; ADRC; Information & Assistance; Senior Health
Insurance and Legal Services Programs. This comes as no surprise as funding over the
last number of years has declined or remained flat. This has resulted in service partners
within our area having to make hard choices about the level of service they can offer.
There has been an increase in fundraising activities on the local level as well as requests
to the state Legislature to obtain funding to maintain existing services. These challenges
not only interfere with any real possibility to expand programs, but provide great challenges
with maintaining the current level of services being provided. There is great concern and
anxiety over the fact that our elderly population continues to increase, but our funding is
not following that trend.
Location - The very frontier nature of services in our area creates huge issues. In our
PSA much of our population is centered in the more rural/urban area of Yellowstone
County which includes the city of Billings, MT. The Area as a whole includes over 25,000
square miles and is roughly the size of the state of West Virginia. There are many
individuals spread out through the farming/ranching community and living in or near
communities with very sparsely populated areas with little or no community services
available. Often there are no individuals available to provide caregiving activities.
Individuals residing in our most rural locations have had to make the choice to move to a
more populated location to receive services such as assisted living as it is not offered in
their home communities. The increase in the number of assisted living facilities in our
largest city of Billings has been a strain to Ombudsman services while at the same time,
taking individuals away from smaller communities. The value of our ADRC’s to provide
single points of contact for all service needs is extremely important in an area as spread
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
out as much as ours. Our Counselors and staff are aware of what is available and have
the ability to assist with problem resolution for individuals throughout our area.
Participation – There has been a challenge with participation and attracting new members
to participate in Senior Center activities. Many of the younger members of the community
continue in the work force and are not as inclined to participate in congregate settings. It
is more difficult to gain volunteers from the community and centers to serve on center
boards and committees. This raises the concern of how to sustain and build programs to
continue our mission and prepare for increased needs as our elder population continues to
expand.
Transportation – Given our frontier location, transportation continues to be a major issue.
The programs with the ability to provide a transportation program are sparsely located
throughout our planning and service area. The needs of the individuals in our area also
vary greatly. Many have available transportation or individuals that can transport them for
their needs, but the most isolated and vulnerable individuals often do not. Coordinating
with Adult Protective Services and developing communication networks throughout
individual communities has been and will continue to be vital in assisting the individuals
that are the most vulnerable.
Commodities Program – With increasing cost of raw food, the commodities program
available to assist meal programs in our area is vital. There is not participation by all Area
Agencies and as a result, the selection of product is limited as there is less purchasing
power for the program. This program helps the bottom line expenses for centers and
county councils on aging. The program has continued to weaken through the years with
less variety of products and could use an infusion of funding to make it stronger. The
Commodity Supplemented Food Program (CSFP) continues to be a valuable resource for
individuals residing in our communities. Given the frontier nature of our PSA, distribution
sites are limited and getting the food to those that need it is a challenge.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
B - 2 - 2 Solicitation and Input for Developing Plan
1. Meetings with Individual senior center boards and members to solicit their
thoughts and ideas as they relate to necessary services and needs within
their communities.
2. Meeting with county councils on aging to solicit their thoughts and ideas as
they relate to necessary services and needs within their county & individual
communities.
3. Holding public hearings / listening sessions to solicit input and gain an
understanding of issues relating to the needs in specific geographical areas
and communities.
4. Solicit written feedback from center boards, county council on aging and
tribal authorities as well as individuals to obtain their thoughts, ideas
regarding what is working and what is needed in their areas as it relates to
service delivery.
5. Identified issues & concerns were compiled and used to establish the Area
Plan, to establish goals and objectives for the plan as well as actions
specific to each program or community.
B–2-3 Findings
Through all of the activities to gather information to be used in the Area Plan, it was very
obvious of the importance of the services provided throughout Area II. Often, the
Congregate or Home Delivered Meal that an individual receives is their primary source of
nutrition for that day. Meals are available without regard to an individual’s ability to pay for
that meal. Without the social opportunities created through senior center activities or
councils on aging, many folks would be very isolated or rarely have contact with others in
their communities. Transportation services offer folks the opportunity to attend to their
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
needs through medical appointments, rides to activities and shopping etc… ADRC activities
allow individuals to access services and individuals to help them attend to issues
necessary to take care of daily needs. Senior Health Insurance Program offers individuals
new to Medicare with assistance and training with their understanding of benefits. They
offer to individuals that have been on Medicare some guidance with figuring out their
Medicare Part D Choices in the annual enrollment period which saves many thousands of
dollars. During the most recent enrollment period, Counselors in our area saved individuals
over $ 820,000. Ombudsman services help folks navigate the choices they face in long-
term-care (LTC) and help ensure resident rights and investigate and assist in resolving
conflicts for those that reside in LTC facilities. Senior Centers not only provide the
opportunity to participate in communities activities, but offer Health Screening and
Promotion activities help individuals stay on top of their health issues and identify potential
problems. Respite services allow individuals the opportunity to meet their needs even
when their primary caregivers are unable to attend to them. Elder Justice Programs often
provide the only advocacy and support an individual has available to them. As partners in
service to seniors and individuals with disability, Adult Protective Services provides
investigation and support services to our most vulnerable individuals living independently to
help them reduce or remove the risk of physical, emotional, financial or sexual abuse and
neglect. Legal Support services offer legal document clinics and consultation to individuals
for solutions to complex problems they would otherwise not be able to afford. Senior
Medicare Patrol offers folks education and support to understand their benefits and
Medicare statements, but also the opportunity for problem resolution and fraud detection.
Volunteer Programs such as RSVP and the Alliance Volunteer Program offer retired
individuals the opportunity for productive contributions in using their skills to enhance their
communities. All of these services combine to offer individuals opportunities for self-
direction and available assistance to preserve independence and prevent outcomes such
as institutional care.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Among the issues discussed, there were a number of areas identified for improvement as
outlined below.
1. Need to sustain and increase funding support for key services authorized
through the Older American’s Act. Continue to address challenges with
services necessary in hard to serve locations in the area. The advocacy for
funding on a local, state and national level continues to be very important.
2. Need to address recruitment and participation efforts to maintain
and strengthen available services through senior centers and county councils
on aging.
3. Need to come up with solutions to offer more transportation options
Throughout the Area II service area.
4. Advocate and provide education on the value of the commodity food program
And what it provides to individuals that benefit from congregate and home
delivered meals in our area. Continue to address the need for CSFP in our
most frontier areas of the Area II service area.
5. Housing for seniors and for individuals with disabilities is often scarce or
unavailable to the people that need it the most. This problem intensifies
when people are of low income and/or have special needs that make
accessibility an issue. Specific residential options such as assisted living for
individuals who are low income is especially difficult and such facilities do
not exist in many of the most rural or frontier locations.
6. Finding qualified caregivers and retaining or paying caregivers a competitive
wage are issues faced by most agencies providing caregiving service in the
area.
7. Access to available technology is an on-going problem. Many of the most
rural areas have no cell phone or internet service available. Many
senior centers lack funding to keep current with available technology.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
AREA II AGENCY ON AGING
AREA PLAN
SECTION C
GOALS, OBJECTIVES and STRATEGIES
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Goal # 1 – Address the need for increased funding for Core Older American’s Act
Programs. This would include all community services, access and in-Home
Services under Title III within our service area.
Objectives - Goal # 1- To obtain adequate funding to not only maintain current level of
services, but to allow for expansion of services to meet the needs of seniors regardless
of their economic or social circumstances within our Planning and Service Area.
• Continue to communicate funding needs and issues in provision of services in
our coverage area to State Unit on Aging (SUA).
• Involve stakeholders through education and advocacy for addressing funding
needs.
• Continue and keep local Legislators and elected officials informed of the use and
need of services and funding challenges to be addressed through Legislative
process.
• Keep our United States Congressman and Senator’s as well as their field staff
aware of funding issues related to provision of services.
• Support and encourage fundraising activities by local service providers.
Strategies - Goal # 1 – The primary strategy for achieving this goal will be to provide
education, advocacy and call for action to all stakeholders.
• Use the quarterly Area II Advisory Council meetings as a forum to provide
education and information as well as seek input from stakeholders of services
throughout the region.
• Communication with State Unit on Aging and Montana Area Agency on Aging
Association (M4A) through quarterly meetings.
• Communication through letters, e-mails and telephone to provide for discussions
with elected officials and their representatives concerning education, funding
needs and to develop open communications.
• Elected officials or their representatives will be invited to quarterly Area II
Advisory Council meetings.
• Discuss funding issues with individual local service providers during site visits
and evaluations. Encourage fundraising as an opportunity to strengthen
programs.
Goal # 2 – Increase available transportation in the area and specifically, offer
more options for seniors in the most rural locations in our service area.
Objectives – Goal # 2 – Work with stakeholders to develop working solutions to
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
transportation issues in specific areas.
• Use regular budget / program review meetings with centers to identify specific
issues relating to transportation needs or issues.
• Discuss transportation issues and problems with county councils on aging.
• Utilize State Unit on Aging staff to assist with problems and issues relating to
transportation.
• Use quarterly Area II Advisory Council meetings as a forum to solicit input
relating to transportation issues and provide educational opportunities relating to
issues identified.
Strategies – Goal # 2 – The Primary strategy will be to use working agreements as a
tool to expand transportation opportunities.
• Create formal or informal partnerships between programs with transportation
programs and those without.
• Facilitate communication between individuals in areas with no transportation
service and providers with Transportation Programs.
• Utilize available resources such as Legal Developer program and SUA to assist
with contracts between programs.
• Use meetings with center boards, county councils on aging and other community
resources to evolve and consider new and creative ideas and opportunities to
meet the needs throughout our service area.
Goal # 3 – Increase attendance and utilization of available services throughout
the planning service area.
Objectives - Goal # 3 – To increase individual participation in available community
services for nutrition programs, transportation services health screenings and senior
center activities.
• Use quarterly Area II Advisory Council meetings as a forum for information
exchange between programs on best practices of attracting participation in their
respective communities.
• Utilize available resources such as SUA, local, state, tribal and federal
information to keep current on strategies available to increase participation.
• Utilize training opportunities such as the Governor’s Conference on Aging,
Montana Gerontology Society (MGS), public health fairs as forums to educate
individuals of available services, programs and activities.
Strategies – Goal # 3 – The primary strategy will be to increase communication,
collaboration and utilization of resources at our disposal to increase participation and
use of services.
• Use budget and program review meetings as an opportunity to pass along
information of the different things that other programs are doing to solicit
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
participation in their communities.
• Encourage communication between programs to discuss ideas and facilitate
closer working relationships.
• Participate and encourage participation in scheduled conferences and workshops
and use of available written material and webinars to increase knowledge of
available strategies.
• Encourage individual centers to hold forums for input of information from
individuals in local areas about what services they would like and how they would
like them provided.
Goal # 4 – Provide a quality, efficient and cost effective Nutrition Program that
assists individuals to meet their nutritional needs regardless of their economic or
social circumstances.
Objectives – Goal # 4 – provide individual or Home Delivered Meals in a congregate or
independent living environment, using established guidelines and use of USDA
Commodities Program to reduce Program costs.
• Maintain or enhance congregate meal services throughout the service area and
in communities that offer the greatest access for participation.
• Utilize the USDA Commodities Program products to reduce raw food expenses.
• Provide 1,265 individuals with at least 116,842 Home Delivered Meals in FY
2016.
• Provide 4,939 individuals with at least 236,480 Congregate Meals in FY 2016.
Strategies - Goal # 4 – Primary strategy will be to provide service and support to
nutrition program sites and to develop open communication to facilitate problem
resolution.
• Utilize SUA Nutritionist to revue program menu’s to ensure nutritional qualities.
• Hold Cook Workshops in two areas of the service area every other year.
• Area II office to coordinate orders for USDA Commodities Program and be the
point of contact with State Intergovernmental Human Services Bureau.
• Continue to meet with Individual center board of directors for those small sites
not supported by a county council on aging to review budgets and conduct
program review and monitoring.
• Encourage centers and county councils on aging to have a mechanism for
feedback from program participants about the nutrition programs services.
• All individuals are welcome to participate without regard to their ability to pay or
social circumstances.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Goal # 5 – Be a voice in development of needed community services.
Objectives – Goal # 5 – Continue participation and advocacy for the creation of and
improvement of services in our Planning and Service area and throughout the state.
• Continue to identify issues of importance or benefit to seniors in service area.
• Work with local, state, tribal & federal entities on issues of importance to seniors
and vulnerable adults within our service area.
• Participate and support task forces or coalitions working on creation of services.
• Provide education and information to local, state, tribal and federal entities on the
importance of specific services or the effect lack of those services have on
individuals, families and local communities.
Strategies – Goal # 5 – Primary strategy will be to continue and participate with
coalitions working toward creation or enhancement of services and continue to
advocate for services necessary within the PSA and state.
• Continue to work as a member of Long-Term Care Choices Coalition.
• Continue to work as a member of Voices for Seniors Coalition including on sub-
committees working for improvement with Guardianship and legal authority
issues as well as on legislative priorities for senior services.
• Provide Information to local, state and tribal government officials as necessary.
• Provide Legislative testimony to committee’s as necessary to educate and
advocate for needed services.
• Use meetings with centers, county councils on aging and Area II Advisory
Council meetings as forums to collect data on needed services.
Goal # 6 – Establish Veteran’s Directed Home & Community Based Services
Program in our service area.
Objectives Goal # 6 – Work with the State Unit on Aging and Veterans Administration
to create an effective person-centered community program to meet the needs of
Veterans within our planning and service area.
• Assist Veterans to stay in their communities and homes through provision of
actual self-directed services.
• Establish Area II staff to provide service coordination to the Veteran.
• Establish contract with and communication with Conservatorship & Guardianship
Corporation of Montana to Provide financial management services (FMS) to the
Veteran and his/her employees.
• Communicate and follow protocol with Veteran’s Administration.
• Utilize SUA staff to further develop program.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Strategies – Goal # 6 – The primary strategy will be to conduct business as we have
agreed to do through our completed Program Readiness review.
• Receive and follow-up with referrals from Veteran’s Administration Medical
Center (VAMC)
• Follow established protocol as outlined in program Policy & Procedure Manual.
• Develop communication between program staff and local VAMC.
• Establish Billing process within guidelines of Veterans Administration for
reimbursement to Area Agency for service funds expended.
• Serve a total of 45 Veteran’s with up to 24 individuals served by the end of first
year of service.
Goal # 7 – Provide advocacy and support to the most vulnerable seniors and
individuals with disability in our service area.
Objectives – Goal # 7 – For seniors and individuals with disability within our service
area to have necessary legal support and advocacy and live free from abuse, neglect,
exploitation or mistreatment.
• Continue to use Legal Developer Program to provide one on one consultation as
well as Legal Document Clinics to assist individuals meet their legal needs.
• Continue to work with Adult Protective Services as a community partner in the
identification and resolution of situations involving abuse, neglect or exploitation.
• Participate in Adult Protection Teams.
• Continue to advocate for federal funds to support the program as provision of
quality Ombudsman service costs far more than the program is funded with.
• Provide Ombudsman Services throughout the area to long-term care facilities
such as nursing homes, assisted livings and critical access hospitals.
• Utilize our ADRC’s as a mechanism to connect individuals to service options.
Strategies – Goal # 7 – The primary strategy will be to continue with strengthening our
partnerships with Elder Justice Programs.
• Partner with Legal Developer Program to encourage and support legal clinics.
• Refer individuals who can benefit from legal consultation or services.
• Support Individual area agency staff to continue and serve on Adult Protection
Teams.
• Ombudsman Program will follow the lead of the state Ombudsman Program.
• Ombudsman staff will strive to visit each facility in our service area one time per
month in addition to any investigation visits.
• Ombudsman staff will be encouraged to attend resident council meetings at
facilities.
• SUA staff will be informed regarding needs of the program on a local level.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Goal # 8 – Management Improvement – Nutrition Education
Objective – Goal # 8 – Improve quality and training available to Nutrition programs
through creating educational opportunities in the Area.
• Offer more educational opportunities for staff of centers and County Councils on
Aging.
• Utilize available Nutritionist through State Unit on Aging for nutritional analysis of
menu’s.
• Utilize the talents of individuals within the current nutrition programs to share
information and skills with one another and at training events.
Strategies – Goal # 8 – The primary strategy will be to communicate with centers and
county councils on aging and schedule trainings.
• Create workshops in Lewistown and Billings so that Congregate & Home
Delivered Meal Program staff will have an opportunity to attend workshops
conveniently located close to their communities. These workshops to be held
every other year.
• Request nutrition programs to send menu’s to the Nutritionist with the State Unit
on Aging one time per year for nutritional analysis.
• Address training issues and opportunities during budget and program review
visits with centers.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
AREA II AGENCY ON AGING
AREA PLAN
SECTION D
SERVICES TO BE PROVIDED
AND
SPECIAL PROJECTS
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION D - 1 SERVICES TO BE PROVIDED
Name of Service FY 2016 –Service FY 2016 Projected Service Offered by
Case Management Projections. Clients Units of Service County/Reservation
To Be Served To Be Provided
Yes-All Areas
117 8,603
Congregate Meals 4,939 236,480 Yes-All Areas
Guardianship 8 4,160 Yes- All Areas
Health Screening 593 2,683 Yes-All Areas
& Promotion
Home Delivered 1,265 116,842 Yes, All Areas
Meals 35 1,167
294 1,120 Offered in
Home Health Aide 15,954 Yellowstone / Carbon
6,481 Counties
Homemaking Offered in all areas
except Golden
Information Valley/Wheatland
& Assistance / SHIP Counties
Yes-All Areas
Nutrition Education 8,700 50 Yes-All Areas
Ombudsman 100 1,336 Yes, All Areas
9 820
Respite 24 25,004 Offered in all areas
except Golden Valley
Self-Directed / Wheatland Counties
Personal Assistance
Service Yes-All Areas
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Senior Center 3,618 125,207 Yes-All Areas
Skilled Nursing 44 386
Training 127 3 Offered in
Transportation 588 Yellowstone &
34,342 Carbon Counties
Yes-All Areas
Offered in areas
except Golden Valley,
Judith Basin,
Petroleum and
Stillwater Counties
SECTION D -2 SPECIAL PROJECTS
VOICES FOR SENIORS - Recently, a senior coalition was formed in Yellowstone
County. The name of the group is VOICES FOR SENIORS and it was born from the
strategic planning process of the Adult Resource Alliance of Yellowstone County who is
one of our subcontractors and partners in provision of services. Voices for Seniors
involves the collaborative efforts of a vast group of providers of senior services and
stakeholders in Yellowstone County including Area II staff.
The group identified a number of key issues affecting seniors in Yellowstone County
and is committed to find solutions to address the identified issues. Among the first
issues that the group is working on are; Guardianship Needs; Senior Hunger; Pet Care
Respite; Transportation; Household Help and Legislative Advocacy.
The group is specific to Yellowstone County, but the issues are relevant in our entire
service area. Area II administration will continue to participate with the activities and
continued strengthening of this group. Currently there are subcommittees working on
the identified issues. One of the benefits to this coalition is service providers working
more effectively together for the common good of the individuals we serve.
Long-Term Care Coalition - Senior coalitions have been an important tool to
accomplish goals in our area and state. The Senior Long-Term Care Coalition is a
similar group that is working on a statewide basis to address issues with long-term care
services to seniors and individuals with disability. This coalition has been in place for the
past 8 plus years and is active with Advocacy with the Department of Public Health &
Human Services as well as the Legislative Process. Area II administration will also
continue with participation in this group.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Veterans Directed Home & Community Based Services – Area II Agency on Aging
and the State Unit on Aging have been working in partnership to start this program
within our area. The program will serve Veterans in our entire Planning and Service
Area and will allow Veterans to receive services in their home. We have completed our
readiness reviews and are in process of working through final details with the Veteran’s
Administration. Currently, Veterans have not had the choice of programs that feature
person-centered planning and have had to receive their care at VA hospitals, nursing
homes and domiciliary facilities. This will create an opportunity for all that to change and
for Veterans to direct their own care.
Options Counseling – This program started in 2014 and is currently provided as an
ADRC activity through the Adult Resource Alliance of Yellowstone County, Area II
Agency on Aging and Fergus County Council on Aging. Training has been provided to
other Information & Assistance and Senior Health Insurance Program Counselors
throughout the area. The program provides assistance to individuals their family
members, friends or service providers identify and address an individual’s long-term
care needs and help them through the maze of service options to come up with
solutions specific to their needs. This service will continue to be promoted and
developed throughout our planning and service area.
Aging & Disability Resource Center Activities – will continue to be provided
throughout our Planning and Service Area. The main ADRC locations will be the Adult
Resource Alliance of Yellowstone County, Area II Agency on Aging and Fergus County
Council on Aging. Area II central office will continue as the contact for ADRC activities
for communities and areas within our service area that do not have a designated ADRC
site specific for their community or county. The centers will serve as one stop shops to
reduce confusion and complexity in identifying and helping individuals attach to
services, educate individuals new to Medicare, and to address benefit choices that will
affect their wellbeing. Senior Medicare Patrol activities will also be carried out through
ADRC staff with presentations at local senior centers and concerning SMP information
and education.
Emergency Preparedness Plans – Area II Agency on Aging will work on revision to
our own emergency preparedness plan through our Safety Committee and will ask our
subcontractors to update their plan or create a plan if they do not have one in place.
This will ensure the safety of participant and program staff during program activities. All
subcontractors will also be encouraged to participate with state, local, tribal and federal
planning efforts to insure that the needs of all elderly residents are considered in
county/reservation emergency plans.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Branch Accounting - The Area II Agency on Aging provides branch accounting service
to senior centers without the oversight of a County Council on Aging. During the
program assessment process there is a review of the Title IIIB, IIIC1 and IIIC2 budgets.
During the budget review, we analyze what the beginning allocation was, what are the
current revenues and expenditures and what is the budget balance. When there is a
decrease in revenue, expenditures are adjusted to provide for a balanced budget. An
ending tentative checkbook balance is anticipated for each program. When there is an
anticipated deficit in the budget, the Area Agency has an assurance from the individual
senior center board of directors that sufficient revenue can be deposited into the
account so there will be equal revenue to cover the expenditures.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
AREA II AGENCY ON AGING
AREA PLAN
SECTION E
BUDGETS
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION E – 1 AREA AGENCY ADMINISTRATIVE BUDGET
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION E – 2 AREA WIDE SERVICES BUDGET
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION E – 3 CONTRACTED SUPPORT SERVICES BUDGET
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION E – 4 PREVENTIVE HEALTH SERVICES PROGRAM BUDGET
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION E – 5 CAREGIVER SERVICES BUDGET
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION E – 6 CONGREGATE MEALS BUDGET
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION E – 7 HOME DELIVERED MEALS BUDGET
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
SECTION E – 8 GRAND TOTAL AREA AGENCY BUDGET
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
AREA II AGENCY ON AGING
AREA PLAN
SECTION F
ATTACHMENTS
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
ATTACHMENT A
AOA ASSURANCES AND ACTIVITIES
ASSURANCES
States must assure that the following assurances (Section 306) will be met by its designated
area agencies on agencies. The Area Agency on Aging assures that it will meet the following
assurances.
Area II Agency on Aging assures that the following assurances (section 306) will be met by the
Area Agency on Aging and its designated local providers in the Planning and Service Area.
Sec. 306(a), AREA PLANS
(2) Each area agency on aging shall provide assurances that an adequate proportion, as required under
section 307(a) (2), of the amount allotted for part B to the planning and service area will be expended for
the delivery of each of the following categories of services-
(A) services associated with access to services (transportation, health services (including
mental health services), outreach, information and assistance (which may include
information and assistance to consumers on availability of services under part B and how to
receive benefits under and participate in publicly supported programs for which the
consumer may be eligible), and case management services);
(B) in-home services, including supportive services for families of older individuals who are
victims of Alzheimer's disease and related disorders with neurological and organic brain
dysfunction; and
(C) legal assistance;
and assurances that the area agency on aging will report annually to the State agency in detail the
amount of funds expended for each such category during the fiscal year most recently concluded.
(4)(A)(i)(I) provide assurances that the area agency on aging will-
(aa) set specific objectives, consistent with State policy, for providing services to older
individuals with greatest economic need, older individuals with greatest social need, and older
individuals at risk for institutional placement;
(bb) include specific objectives for providing services to low-income minority older
individuals, older individuals with limited English proficiency, and older individuals residing
in rural areas; and
(II) include proposed methods to achieve the objectives described in items (aa) and (bb) of
subclause (1);
(ii) provide assurances that the area agency on aging will include in each agreement made
with a provider of any service under this title, a requirement that such provider will-
(1) specify how the provider intends to satisfy the service needs of low-income minority
individuals, older individuals with limited English proficiency, and older individuals residing
in rural areas in the area served by the provider;
(II) to the maximum extent feasible, provide services to low-income minority individuals,
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
older individuals with limited English proficiency, and older individuals residing in rural areas
in accordance with their need for such services; and
(III) meet specific objectives established by the area agency on aging, for providing services to low-
income minority individuals, older individuals with limited English proficiency, and older
individuals residing in rural areas within the planning and service area; and
(4)(A)(iii) With respect to the fiscal year preceding the fiscal year for which such plan is
prepared, each area agency on aging shall—
(1) identify the number of low-income minority older individuals and older individuals
residing in rural areas in the planning and service area;
(II) describe the methods used to satisfy the service needs of such minority older
individuals; and
(III) provide information on the extent to which the area agency on aging met the
objectives described in clause (a) (4) (A) (i).
(4)(B)(i) Each area agency on aging shall provide assurances that the area agency on aging will
use outreach efforts that will identify individuals eligible for assistance under this Act, with special
emphasis on--
(I) older individuals residing in rural areas;
(II) older individuals with greatest economic need (with particular attention to low-income
minority individuals and older individuals residing in rural areas);
(III) older individuals with greatest social need (with particular attention to low-income minority
individuals and older individuals residing in rural areas);
(IV) older individuals with severe disabilities;
(V) older individuals with limited English proficiency;
(VI) older individuals with Alzheimer's disease and related disorders with neurological and
organic brain dysfunction (and the caretakers of such individuals); and
(VII) older individuals at risk for institutional placement; and
(4)(C) Each area agency on agency shall provide assurance that the area agency on aging will
ensure that each activity undertaken by the agency, including planning, advocacy, and systems
development, will include a focus on the needs of low-income minority older individuals and older
individuals residing in rural areas.
(5) Each area agency on aging shall provide assurances that the area agency on aging will
coordinate planning, identification, assessment of needs, and provision of services for older
individuals with disabilities, with particular attention to individuals with severe disabilities, and
individuals at risk for institutional placement, with agencies that develop or provide services for
individuals with disabilities.
(6)(F) Each area agency will:
in coordination with the State agency and with the State agency responsible for mental health
services, increase public awareness of mental health disorders, remove barriers to diagnosis and
treatment, and coordinate mental health services (including mental health screenings) provided with
funds expended by the area agency on aging with mental health services provided by community health
centers and by other public agencies and nonprofit private organizations;
(9) Each area agency on aging shall provide assurances that the area agency on aging, in
carrying out the State Long-Term Care Ombudsman program under section 307(a) (9), will
expend not less than the total amount of funds appropriated under this Act and expended by the
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
agency in fiscal year 2000 in carrying out such a program under this title.
(11) Each area agency on aging shall provide information and assurances concerning services to
older individuals who are Native Americans (referred to in this paragraph as "older Native
Americans"), including-
(A) information concerning whether there is a significant population of older Native Americans
in the planning and service area and if so, an assurance that the area agency on aging will
pursue activities, including outreach, to increase access of those older Native Americans to
programs and benefits provided under this title;
(B) an assurance that the area agency on aging will, to the maximum extent practicable,
coordinate the services the agency provides under this title with services provided under title
VI; and
(C) an assurance that the area agency on aging will make services under the area plan available, to the
same extent as such services are available to older individuals within the planning and service area, to
older Native Americans.
(l3)(A) Each area agency on aging shall provide assurances that the area agency on aging will
maintain the integrity and public purpose of services provided, and service providers, under this
title in all contractual and commercial relationships.
(l3)(B) Each area agency on aging shall provide assurances that the area agency on aging will
disclose to the Assistant Secretary and the State agency--
(i) the identity of each nongovernmental entity with which such agency has a contract or
commercial relationship relating to providing any service to older individuals; and
(ii) the nature of such contract or such relationship.
(13)( C) Each area agency on aging shall provide assurances that the area agency will
demonstrate that a loss or diminution in the quantity or quality of the services provided, or to
be provided, under this title by such agency has not resulted and will not result from such
non-governmental contracts or such commercial relationships.
(13)(D) Each area agency on aging shall provide assurances that the area agency will
demonstrate that the quantity or quality of the services to be provided under this title by such
agency will be enhanced as a result of such non-governmental contracts or commercial
relationships.
(l3)(E) Each area agency on aging shall provide assurances that the area agency will, on the
request of the Assistant Secretary or the State, for the purpose of monitoring compliance with
this Act (including conducting an audit), disclose all sources and expenditures of funds such
agency receives or expends to provide services to older individuals.
(14) Each area agency on aging shall provide assurances that funds received under this title
will not be used to pay any part of a cost (including an administrative cost) incurred by the area
agency on aging to carry out a contract or commercial relationship that is not carried out to
implement this title.
(15) provide assurances that funds received under this title will be used-
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
(A) to provide benefits and services to older individuals, giving priority to older individuals
identified in paragraph (4) (A) (i); and
(B) in compliance with the assurances specified in paragraph (13) and the limitations
specified in section 212;
(l7)Each Area Plan will include information detailing how the Area Agency will coordinate
activities and develop long-range emergency preparedness plans with local and State emergency
response agencies, relief organizations, local and State governments and other institutions that
have responsibility for disaster relief service delivery.
REQUIRED ACTIVITIES
The State Agency:
(A) requires each area agency on aging designated under section
305(a)(2)(A) to develop and submit to the State agency for approval, in
accordance with a uniform format developed by the State agency, an area plan
meeting the requirements of section 306; and
(B) The State plan is based on such area plans.
(C) affords an opportunity for a public hearing upon request, in accordance with
published procedures, to any area agency on aging submitting a plan under
this title, to any provider of (or applicant to provide) services;
(D) issues guidelines applicable to grievance procedures required by section
306(a) (10); and
(E) affords an opportunity for a public hearing, upon request, by an area agency on
aging, by a provider of (or applicant to provide) services, or by any recipient of
services under this title regarding any waiver request, including those under
Section 316.
(F) The State agency will make such reports, in such form, and containing such
information, as the Assistant Secretary may require, and comply with such
requirements as the Assistant Secretary may impose to insure the
correctness of such reports.
(G) No supportive services, nutrition services, or in-home services are directly
provided by an area agency on aging in the State, unless, in the judgment of
the State agency—
(i) provision of such services by the area agency on aging is necessary to
assure an adequate supply of such services;
(ii) such services are directly related to such area agency on aging's
administrative functions; or
(iii) such services can be provided more economically, and with comparable
quality, by such area agency on aging.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
The Area Agency:
(A) evaluates the need for supportive services, including information and
assistance, and transportation services, nutrition services, and multipurpose
senior centers within the area;
(B) has developed a process to determine the extent to which public or private
programs and resources (including Department of Labor Senior Community
Service Employment Program participants, and programs and services of
voluntary organizations) have the capacity and actually meet such need;
(C) will conduct periodic evaluations of activities and projects carried out in the area
under this title and title VII, including evaluations of the effectiveness of services
provided to individuals with greatest economic need, greatest social need, or
disabilities (with particular attention to low-income minority older individuals, older
individuals with limited English proficiency, and older individuals residing in rural
areas). Note: "Periodic" (defined in 45CFR Part 1321.3) means, at a minimum,
once each fiscal year.
__________________________________________ Date:__03/20/2015______
Todd Wood, Director, Area II Agency on Aging
__________________________________________ Date __03/20/2015_____
Kelly Gebhardt , Governing Board Chairman
Area II Agency on Aging
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
ATTACHMENT B
INFORMATION REQUIREMENTS
The Area Agency must provide all applicable information to the State for each of the following OAA
citation listed below. The completed attachment must be included with your Area Plan submission.
Section 305(a) (2) (E)
Describe the mechanisms) for assuring that preference will be given to providing services to
older individuals with greatest economic need and older individuals with greatest social need,
(with particular attention to low-income older individuals, including low-income minority older
individuals, older individuals with limited English proficiency, and older individuals residing in
rural areas) and include proposed methods of carrying out the preference in the State plan;
Section 306(a) (17)
Describe the mechanism(s) for assuring that each Area Plan will include information detailing
how the Area Agency will coordinate activities and develop long-range emergency preparedness
plans with local and State emergency response agencies, relief organizations, local and State
governments and other institutions that have responsibility for disaster relief service delivery.
Section 307(a) (2)
The plan shall provide that the State agency will:
(C) Specify a minimum proportion of the funds received by each area agency on aging in the
State to carry out part B that will be expended (in the absence of a waiver under sections 306
(c) or 316) by such area agency on aging to provide each of the categories of services specified
in section 306(a) (2) (Note: those categories are access, in-home, and legal assistance).
Section (307(a) (3)
The plan shall:
(B) with respect to services for older individuals residing in rural areas:
(i) provide assurances the State agency will spend for each fiscal year of the plan, not less than
the amount expended for such services for fiscal year 2000.
(ii) identify, for each fiscal year to which the plan applies, the projected costs of providing such
services (including the cost of providing access to such services).
(iii) describe the methods used to meet the needs for such services in the fiscal year preceding
the first year to which such plan applies.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Section 307(a) (1O)
The plan shall provide assurance that the special needs of older individuals residing in rural areas
are taken into consideration and shall describe how those needs have been met and describe how
funds have been allocated to meet those needs.
Section 307(a) (14)
(14) The plan shall, with respect to the fiscal year preceding the fiscal year for which such plan
is prepared-
(A) identify the number of low-income minority older individuals in the State, including the
number of low income minority older individuals with limited English proficiency; and
(B) describe the methods used 10 satisfy the service needs of the low-income minority older
individuals described in subparagraph (A), including the plan to meet the needs of low-income
minority older individuals with limited English proficiency.
Section 307(a) (21)
The plan shall:
(B) provide an assurance that the State agency will pursue activities to increase access by older
individuals who are Native Americans to all aging programs and benefits provided by the
agency, including programs and benefits provided under this title (title Ill), if applicable, and
specify the ways in which the State agency intends 10 implement the activities.
Section 307(a) (29)
The plan shall include information detailing how the State will coordinate activities, and develop
long-range emergency preparedness plans, with area agencies on aging, local emergency
response agencies, relief organizations, local governments, State agencies responsible for
emergency preparedness, and any other institutions that have responsibility for disaster relief
service delivery.
Section 307(a) (30)
The plan shall include information describing the involvement of the head of the State agency in
the development, revision, and implementation of emergency preparedness plans, including the
State Public Health Emergency Preparedness and Response Plan.
Section 705(a) (7)
In order to be eligible to receive an allotment under this subtitle, a State shall include in the State
plan submitted under section 307:
(7) a description of the manner in which the State agency will carry out this title in accordance
with the assurances described in paragraphs (1) through (6).
(Note: Paragraphs (1) of through (6) of this section are listed below)
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
In order to be eligible to receive an allotment under this subtitle, a State shall include in the
State plan submitted under section 307:
(J) an assurance that the State, in carrying out any chapter of this subtitle for which the State
receives funding under this subtitle, will establish programs in accordance with the requirements
of the chapter and this chapter;
(2) an assurance that the State will hold public hearings, and use other means, to obtain the
views of older individuals, area agencies on aging, recipients of grants under title VI, and other
interested persons and entities regarding programs carried out under this subtitle;
(3) an assurance that the State, in consultation with area agencies on aging, will identify and
prioritize statewide activities aimed at ensuring that older individuals have access to, and
assistance in securing and maintaining, benefits and rights;
(4) an assurance that the State will use funds made available under this subtitle for a chapter in
addition to, and will not supplant, any funds that are expended under any Federal or State law in
existence on the day before the date of the enactment of this subtitle, to carry out each of the
vulnerable elder rights protection activities described in the chapter;
(5) an assurance that the State will place no restrictions, other than the requirements referred to
in clauses (i) through (iv) of section 7J 2 (a)(5) (C), on the eligibility of entities for designation as
local Ombudsman entities under section 712(a)(5);
(6) an assurance that, with respect to programs for the prevention of elder abuse, neglect, and
exploitation under chapter 3--
(A) in carrying out such programs the State agency will conduct a program of services consistent
with relevant State law and coordinated with existing State adult protective service activities for:
(i) public education to identify and prevent elder abuse;
(ii) receipt of reports of elder abuse;
(Hi) active participation of older individuals participating in programs under this Act through
outreach, conferences, and referral of such individuals to other social service agencies or
sources of assistance if appropriate and if the individuals to be referred consent; and
(iv) referral of complaints to law enforcement or public protective service agencies if
appropriate;
(B) the State will not permit involuntary or coerced participation in the program of services
described in subparagraph (A) by alleged victims, abusers, or their households,' and
(C) all information gathered in the course of receiving reports and making referrals shall
remain confidential except-:
(i) if all parties to such complaint consent in writing to the release of such information;
(if) if the release of such information is to a law enforcement agency, public protective service
agency, licensing or certification agency, ombudsman program, or protection or advocacy
system; or
(iii) upon court order.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Attachment B
Services within Area II are provided to individuals throughout the planning and service
area in locations that are the most convenient for participants of those programs. For
most participants, that means in the community that they reside in or closest to. That
can also mean in their selected place of domicile. Services are designed to benefit
those with greatest social and economic needs, but no one is asked to disclose their
own financial or social circumstances. Individuals with limited English proficiency are
rare within our area, but if that is the case, accommodations are provided for them to
obtain the service. On the reservations that we serve, many participants choose to
speak their native languages and English is not the first language of choice.
The Area Agency will coordinate activities involving long-range emergency
preparedness plans through budget and program evaluations with programs that are
not served by county councils on aging or communication with county councils on
aging regarding their plans and collaboration with state, tribal and federal agencies
and relief organizations on the development of their plans.
The Area Agency will cooperate and comply with contracts as established with the
State Unit on Aging for the provision of services, reporting responsibilities and such
information as is required to adhere to state and federal requirements in provision of
said services.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
ATTACHMENT C
AREA FUNDING FORMULA and ALLOCATION
The following describes the allocation (funding) formula established and used by the
Area Agency on Aging for the distribution of funds to the counties, reservation and/or
projects for services to be provided in the planning and service area under the Older
Americans Act.
Title IIIB (Support Services Funding) is a General Base Amount per County /
Reservation per Office on Aging allocation to Area II Agency on Aging for those
individuals 60 years of age and older. The balance of the money after the General Base
amount is then allocated on a 70% share on population of those 60 years of age and
older, then 20% share on low income of those 60 years of age or older and finally a
10 % share of minority of those 60 years of age or older. (Base plus 70/20/10 Formula)
Title IIIC (Congregate and Home Delivered Meals Funding) are allocated on the
same basis as title IIIB with a Base plus 70/20/10 Formula.
Title IIID (Health Promotion) and IIIE (Caregiver) are allocated on the same basis of
Base plus 70/20/10 Formula.
State Funds – are allocated on the same process of Base plus 70/20/10 Formula.
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
Breakdown of funding by County / Reservation
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
ATTACHMENT D
GOVERNING and ADVISORY BOARD MEMBERS and TERMS OF OFFICE
AREA AGENCY GOVERNING BOARD PROFILE
1. General Responsibilities of Governing Board:
The Board shall be responsible for all policies and procedures pertinent to the operation
and administration of this Agency. The Chairman of the Board shall be the chief officer of
the Agency. The Secretary/Treasurer or Chairman shall be one (1) of two (2) signatures
on the Agency Administrator=s and Fiscal Administrator=s check for wages. The day-to-
day operation of the Agency is handled by the Administrator and Fiscal Administrator.
Matters pertaining to policy change and procedure change will be approved or disapproved
by the Executive Board. The Executive Board approves the allocation per each program.
The Executive Board offers guidance for the course of action that should be taken for
various matters that arise.
2. Governing Board Members and Terms of Office:
Board Member Contact Information Term
District # 1 07/01/14 to 06/30/16
Ken Ronish, / 712 Main Street, Lewistown, MT 59457 406-567-2466
District # 2 07/01/13 to 06/30/15
Kelly Gebhardt / 20 Skyline Dr. Roundup, MT 59072 406-323-2679
District # 3
Susan Mosness / P.O. Box 888, Big Timber, MT 59011 406-668-7613 07/01/13 to 06/01/15
District # 4 07/01/14 to 06/30/16
William Rivers / P.O. Box 88, Fromberg, MT 59029 406-668-7613
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
District # 5 07/01/14 to 06/30/16
Bill Kennedy / P.O. Box 35000, Billings, MT 59107 406-256-2701
District # 6
Andrew Russell / P.O. Box 159, Crow Agency, MT 59022 406-638-3708 07/01/13 to 06/30/15
Advisory Council Representative 07/01/14 to 07/01/15
Frank Teeters / P.O. Box 606, Bridger, MT 59014 406-662-5092
AREA AGENCY ADVISORY COUNCIL PROFILE
The Area Agency on Aging and/or the Area Governing Board has established an advisory
council consisting of older individuals (including minority individuals) who are participants
or who are eligible to participate in programs under the Older Americans Act,
representatives of older individuals, local elected officials and the general public, to advise
continuously the Area Agency on Aging on all matters relating to the development of the
Area Plan, the administration of the plan and operations conducted under the plan.
1. General Responsibilities of Advisory Council:
The Council shall make recommendations and requests to the Board of Directors for the
promotion and development of the interest of the elderly in the counties. The Council shall
advise the Board of Directors on matters brought before it for consideration.
2. Advisory Council Members and Terms of Office:
Board Member Contact Information Term
Big Horn County 07/01/14 to 06/30/15
07/1/14 to 06/30/15
Consumer Representative 07/01/14 to 06/30/15
Etta Kollekowski / P.O. Box 346, Hardin, MT 59034 / 406-665-1627
Commissioner Representative
Sidney Fitzpatrick / P.O. Box 908, Hardin, MT 59034 406-665-9700
Carbon County
Consumer Representative
Frank Teeters / P.O. Box 606, Bridger, MT 59014 406-662-5092
Commissioner Representative
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Area II Agency on Aging’s Aging Plan for the period October 1, 2015 through September 30, 2019
John Grewell / P.O. Box 887, Red Lodge, MT 59068 406-446-1598 07/01/14 to 06/30/15
Fergus County
Consumer Representative
Patrick Ginnaty / 203 Uranium Dr. Lewistown 59457 406-366-5138 07/01/14 to 06/30/15
Commissioner Representative
Ross Butcher / 712 Main Street, Lewistown, MT 59457 406-535-5119 02/06/15 to 06/30/15
Golden Valley County
Consumer Representative
Donna Mae (Kay) Lasater / P.O. Box 235, Ryegate, MT 59074 406-568-2575 07/01/14 to 06/30/15
Commissioner Representative 07/01/14 to 06/30/15
Bob Lehfeldt / P.O. Box 175, Ryegate, MT 59074 406-636-2731
Judith Basin County
Consumer Representative 07/01/14 to 06/30/15
Rosalie Bruchez / P.O. Box 176, Hobson, MT 59452 406-423-5279
Commissioner Representative 07/01/14 to 06/30/15
Cody McDonald / Judith Basin Co. Courthouse, Stanford Mt 59479
406-566-2217 Ext. 108
Musselshell County
Consumer Representative
Florence Wacker / 1202 1st St. W, Roundup, MT 59072 406-323-3833 07/01/14 to 06/30/15
Commissioner Representative
Robert Goffena / 506 Main St. Roundup, MT 59072 406-323-1495
Petroleum County
Consumer Representative 07/01/14 to 06/30/15
Gary Gershmel / P.O. Box 93, Winnett, MT 59087 406-429-5511
Commissioner Representative 07/01/14 to 06/30/15
Larry Ahlgren / P.O. Box 226, Winnett, MT 59087 406-429-5311
Stillwater County
Consumer Representative
George Bokma / P.O. Box 1193, Columbus, MT 59019 406-322-5682 07/01/14 to 06/30/15
Commissioner Representative 07/01/14 to 06/30/15
Gerald Dell / P.O Box 970, Columbus, MT 59019 406-322-8010
Sweet Grass County
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